BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC

Latest filing: Jul 28, 2025 (99 days ago)
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AUM

$66,447,858,097
19% change vs. 1 year ago
-4% change vs. 3 years ago
-10% change vs. 5 years ago
27% change vs. 10 years ago

Employee Count

122
1% change vs. 1 year ago
-48% change vs. 3 years ago
-52% change vs. 5 years ago
-42% change vs. 10 years ago

Main Office

PHILADELPHIA, PA
1735 MARKET STREET, PHILADELPHIA, PA, UNITED STATES, 19103

Client AUM

Discretion AUM
Discretionary $62.2
Non-Discretionary $4.2
Total $66.4
Client AUM
Retail $0.4
Pooled $31.6
Institutional $34.4
Total $66.4
Retail Accounts AUM
Individual 807 $0.2
Average Individual AUM $289,448
HNW 15 $0.1
Average HNW AUM $9,236,689
Retail Total 822 $0.4
Average Retail AUM $452,719

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
STATE STREET BANK AND TRUST COMPANY BOSTON-MA-USA $7.1
THE BANK OF NEW YORK MELLON NEW YORK-NY-USA $7.0
JP MORGAN CHASE BANK, N.A. NEW YORK-NY-USA $5.4
THE NORTHERN TRUST COMPANY CHICAGO-IL-USA $3.5

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $34.8
Retail SMA AUM $0.4
Institutional SMA AUM $34.4
Asset Class % AUM
Equity Exch 28% $9.7
Equity Non-Exch 0% $0.0
Govt Agency 26% $9.1
Municipal 0% $0.0
Sovereign 23% $8.0
IG Credit 4% $1.4
HY Credit 5% $1.7
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 4% $1.4
Other 9% $3.1
Total 99% $34.5

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
FRANKLIN ADVISERS, INC. $467.0 104517
FRANKLIN TEMPLETON INVESTMENTS CORP. $21.6 broker-dealer 111364
FRANKLIN TEMPLETON FUND MANAGEMENT LIMITED $0.0 -
FRANKLIN DISTRIBUTORS, LLC $0.0 broker-dealer 109064
FRANKLIN TEMPLETON INVESTMENTS (ASIA) LIMITED $0.0 broker-dealer 114898
FRANKLIN TEMPLETON (JAPAN) CO., LTD. $0.0 -
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT (ASIA) PTE LTD. $0.0 -
FRANKLIN TEMPLETON INTERNATIONAL SERVICES S.A R.L. $0.0 broker-dealer 172140
FIDUCIARY TRUST COMPANY INTERNATIONAL $0.0 trust company -
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT (EUROPE) LIMITED $0.0 -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

16 active

Name Title
GLASSMAN, MARK, PAUL CHIEF ADMINISTRATIVE OFFICER
MARZULLO, CHRISTOPHER, DAVID GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER
HOFFMAN, DAVID, FENNO SENIOR MANAGING DIRECTOR
SPECTOR, ADAM, BENJAMIN ELECTED MANAGER
OTTO, HENRY, FRED SENIOR MANAGING DIRECTOR
TONKOVICH, STEVEN, MATHEW SENIOR MANAGING DIRECTOR
KASER, PATRICK, STANLEY SENIOR MANAGING DIRECTOR
PLAFKER, JED, ANDREW ELECTED MANAGER
NICHOLLS, MATTHEW ELECTED MANAGER
WILCHUSKY, SUSAN, BORESKI SENIOR MANAGING DIRECTOR
LAWRENCE, RICHARD SENIOR MANAGING DIRECTOR
FETTER, THEODORE, W SENIOR MANAGING DIRECTOR
SAREEN, ANUJEET, SINGH SENIOR MANAGING DIRECTOR
MURPHY, TERRENCE, JAMES ELECTED MANAGER

ADVDB.CO • SOURCE: SEC

Representatives

16 active representatives found

Name City State Exams Designations
ADAM SPECTOR PHILADELPHIA PA S63|2006-11-27|S65|1996-01-24
DAVID HOFFMAN PHILADELPHIA PA S65|1995-11-22
MARK JUELIS PHILADELPHIA PA S63|2013-04-23
RICHARD LAWRENCE PHILADELPHIA PA S63|2003-10-07|S65|2005-09-22
GREGORY ZAVOYNA PHILADELPHIA PA S63|2008-04-09|S65|2001-09-26
JOHN NELSON PHILADELPHIA PA S63|1987-10-22|S65|1995-02-14
STEVEN SHIN PHILADELPHIA PA S63|1998-08-21|S65|2012-12-13
DEREK RUSH PHILADELPHIA PA S63|2016-01-28|S65|2016-07-12
JOSEPH LARKIN PHILADELPHIA PA S66|2008-03-08
STEPHEN SMITH PHILADELPHIA PA S65|1994-01-13
JUSTIN BENNITT PHILADELPHIA PA S65|2017-10-20
PATRICK KASER PHILADELPHIA PA S63|1996-06-13|S65|1996-09-03 CHARTERED FINANCIAL ANALYST
ANDREW BAUER PHILADELPHIA PA S63|2007-06-12 CHARTERED FINANCIAL ANALYST
GREGORY MANLEY PHILADELPHIA PA S63|2000-03-20 CHARTERED FINANCIAL ANALYST
JOHN SHEA PHILADELPHIA PA S63|2002-04-24
JONATHAN CORDO PHILADELPHIA PA S66|2008-02-22

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-08-01 $66.4 $0.0 0% 122 0 0%
2025-04-21 $66.4 $0.0 0% 122 0 0%
2024-04-02 $56.0 $10.4 19% 121 1 1%
2023-04-04 $54.4 $12.1 22% 237 -115 -49%
2022-04-01 $69.4 -$3.0 -4% 233 -111 -48%
2021-04-05 $61.7 $4.8 8% 243 -121 -50%
2020-04-01 $73.8 -$7.4 -10% 255 -133 -52%
2019-04-01 $77.5 -$11.1 -14% 250 -128 -51%
2018-04-02 $70.5 -$4.1 -6% 250 -128 -51%
2017-04-01 $72.2 -$5.7 -8% 250 -128 -51%
2016-04-01 $66.7 -$0.3 0% 230 -108 -47%
2015-04-01 $52.5 $14.0 27% 210 -88 -42%
2014-04-01 $46.0 $20.4 44% 180 -58 -32%
2013-04-01 $37.6 $28.8 77% 160 -38 -24%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
PA, AK-12/21/1993, AL-08/03/1993, AR-01/01/1994, AZ-08/06/1994, CA-03/30/1993, CO-10/12/2004, CT-12/22/1997, DC-11/17/1993, DE-06/30/2003, FL-04/27/1993, GA-03/07/2001, HI-02/21/1995, IA-07/14/2000, ID-04/11/1994, IL-06/23/1993, IN-03/07/2001, KS-03/02/1994, KY-12/02/1993, LA-09/28/2001, MA-04/14/1994, MD-04/06/1993, ME-08/16/1993, MI-01/16/1998, MN-01/10/1994, MO-06/28/1993, MS-03/07/2001, MT-01/01/2001, NC-03/07/2001, ND-04/20/1994, NE-05/18/1994, NH-01/13/1992, NJ-04/02/1993, NM-04/26/1994, NV-01/02/1994, NY-03/10/1993, OH-07/18/2000, OK-01/01/1998, OR-06/30/1993, PA-05/18/1987, PR-06/27/1994, RI-05/26/1994, SC-06/08/1993, SD-11/18/1993, TN-03/23/1998, TX-06/16/1993, UT-01/04/1994, VA-03/11/1993, VI-06/26/2008, VT-02/02/1995, WA-12/01/1993, WI-11/16/1993, WV-02/02/1994, WY-06/25/2018
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (RIC)
PORTFOLIO MANAGEMENT (POOLS)
PORTFOLIO MANAGEMENT (SMB)
OTHER ACTIVITIES
COMMODITY TRADING ADVISOR

ADVDB.CO • SOURCE: SEC FORM ADV